Rockwell Automation Q4 sales, profit top estimates

Rockwell Automation

06/11/2025 12:28

Overview

Rockwell Automation Q4 sales up 14%, beating analyst expectations

Adjusted EPS for Q4 beats consensus, rising 32% year-over-year

Company to dissolve Sensia joint venture in fiscal 2026

Outlook

Rockwell Automation expects fiscal 2026 reported sales growth of 3% to 7%

Company forecasts fiscal 2026 diluted EPS between $10.40 and $11.40

Rockwell Automation sees fiscal 2026 adjusted EPS of $11.20 to $12.20

Result Drivers

SALES VOLUME - Higher sales volume contributed to increased segment operating margin

IMPAIRMENT CHARGE - Sensia joint venture dissolution led to non-cash impairment charge affecting pre-tax margin

COST REDUCTION - Cash flow improvements driven by cost reduction and margin expansion actions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$2.32 bln
$2.20 bln (18 Analysts)
Q4 Adjusted EPS
Beat
$3.34
$2.93 (20 Analysts)
Q4 EPS
$1.23
Q4 Net Income
$30 mln
Q4 Free Cash Flow
$405 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 14 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy"

Wall Street's median 12-month price target for Rockwell Automation Inc is $358.50, about 1.1% below its November 5 closing price of $362.60

The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 31 three months ago

Press Release: ID:nBw7tdw2Pa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)